{"podcast":{"title":"China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets","slug":"china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760","podcast_index_feed_id":7871760,"rss_url":"https://feeds.fexingo.com/business/china-economy.xml","website_url":"https://www.fexingo.com/","image_url":"https://audio.fexingo.com/business/china-economy/cover.png","author":"Fexingo","episode_count":120,"summary":"China's economy is the world's second-largest, yet its policy signals can feel opaque. Lucas and Luna cut through the noise each episode, examining Beijing's latest monetary and fiscal moves, trade tensions with the US and EU, and the ripple effects across Asia-Pacific markets. They ground every conversation in real-time data from Chinese industrial production, PMIs, and export figures — no punditry, just the numbers and the strategic outlook. Whether dissecting the PBOC's rate decisions, the impact of export controls on semiconductors, or the shifting dynamics of ASEAN supply chains, this show serves investors, analysts, and executives who need to understand China's role in global markets — not headlines, but the underlying incentives and constraints. Expect a calm, evidence-based dissection of what works, what doesn't, and what could change next. Lucas challenges official narratives with data; Luna asks the uncomfortable questions about debt, demographics, and decoupling. Each episode leaves you with a clearer map of the risks and opportunities in the world's most consequential economy. How will China's stimulus affect your portfolio — and when does the trade war become a cold w…","last_synced_at":"2026-07-19T06:17:55.317167+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760"},"episode":{"title":"Why China Tech Stocks Are Routed Despite Strong Earnings","slug":"why-china-tech-stocks-are-routed-despite-strong-earnings","published_at":"2026-06-26T06:37:13+00:00","page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/why-china-tech-stocks-are-routed-despite-strong-earnings","show_page_url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760","url":"https://audio.fexingo.com/business/china-economy/episode-0075.mp3","audio_url":"https://audio.fexingo.com/business/china-economy/episode-0075.mp3","summary":"On June 26, 2026, Chinese tech stocks listed in the U.S. are in freefall: Alibaba down 11.2% in five days, JD.com down 8.6%, Baidu off 7%. This comes on the heels of what many analysts called a solid earnings season. Lucas and Luna unpack the disconnect, focusing on two forces: the global tech sell-off triggered by South Korea's Kospi sinking 8% and SoftBank plunging 13%, and a deeper structural concern — that Chinese tech giants are caught between trade war uncertainty and a weakening yuan. They drill into Alibaba's specific position: strong cloud revenue, but slowing e-commerce growth and exposure to consumer spending softness. They also discuss the yuan's decline to 6.77 per dollar and what that means for tech margins. The episode closes with a question: is this a buying opportunity or a structural repricing? No hot takes — just a clear-eyed look at the numbers. #ChinaTech #Alibaba #JDcom #Baidu #FXI #KWEB #MCHI #TechSellOff #YuanWeakness #TradeWar #SoftBank #Kospi #EarningsSeason #CloudComputing #EConsumer #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"On June 26, 2026, Chinese tech stocks listed in the U.S. are in freefall: Alibaba down 11.2% in five days, JD.com down 8.6%, Baidu off 7%. This comes on t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":427,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/episodes/why-china-tech-stocks-are-routed-despite-strong-earnings/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/why-china-tech-stocks-are-routed-despite-strong-earnings.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}